HOW DO YOU PLAY THE ROLE OF A MAINSPRING IN OUR CLIENTS’ LIVES?
I want to be central in my clients’ financial lives. I work with my clients to identify and quantify their financial goals. Then we can put a plan in place to pursue these goals, and modify along the way as needed.
WHAT DRIVES YOU?
Having 31 plus years of experience in the financial services industry gives me great confidence in guiding and sharing my perspective with my clients. My happiest days in the office are the days my clients retire from their lifelong careers confident in the fact that they are financially ready. Hearing a client say “I feel so much better after we talked” makes me want to get up the next day and go to the office. I learn so much about life and relationships from my clients.
HOW DO YOU SPEND TIME OUTSIDE OF WORK?
I enjoy traveling, whether it brings me to wine country in California, sailing around Seattle or the San Juans, the coast of Italy or the moors of Scotland. Walking, cooking, and enjoying good food, gardening and Pilates give my life balance and keep my stress level in check. These activities are made more enjoyable when ac-companied by my significant other, David, and our standard dachshund, Schatzi.